Main modules

EngagementsTrack your contracts — from draft through signing, amendment and execution.

The Engagements module describes, manages and reports on every agreed relationship with your clients. In the system, engagements bring together contracts, projects, offers, audits (financial or internal), subscriptions, quality-control systems and financial management and control systems. The module manages all signed contracts, the stages to be delivered, the teams and responsibilities of your employees and the deadlines — an integral part of every contract. You set the agreed prices of products and services and the monthly or annual subscriptions, and keep each engagement's dossier — attachments and linked objects such as tasks and work cards — in one place. At any moment you have up-to-date information on your client relationships and on how your commitments are being fulfilled, with full traceability of issued invoices and payments: you always know what stage the work is at and what still needs to be done.

Key features

All agreement types

Contract, project, offer, audit (financial or internal), subscription, quality-control system or financial management and control system — united in one module.

Stages, teams and deadlines

Manage the stages to be delivered, the teams and responsibilities of your employees and the deadlines of every engagement.

Agreed prices and subscriptions

Set the agreed prices of products and services, along with monthly or annual subscriptions.

The engagement dossier

Everything in one place — attachments and linked objects created for the engagement: tasks, work cards and more.

Statuses that match your work

Mark engagements as Active, Completed, In negotiation or any status you define.

Connected to everything

Active links with tasks and workflows, the services being delivered, pricelists, automated invoicing and timesheets — with full traceability of issued invoices, payments and upcoming activities.